The wealth management space is changing, Ewan
But is your CRM data an asset or a liability in finding clients like Sandra & Andy and Rick & Clare?
But is your CRM data an asset or a liability in finding clients like Sandra & Andy and Rick & Clare?
Most CRMs are a mess — full of outdated, messy, and duplicated data.
We clean it up.
Using Clay, AI, and custom rules, we enrich your records with precision.
The result?
Smarter segmentation, faster lead routing, and a CRM your team can finally trust.
No more guesswork. Just clean, accurate data.
Only a handful of sales leaders are using automated CRM enrichment. But those who do are getting a serious edge.
To help you explore how it might support your workflow, here are a few questions:
1️⃣ How do you currently identify which business owners are most aligned with the tailored financial plans you offer? 2️⃣ What processes are in place to ensure you’re engaging with all relevant stakeholders in a business owner's financial journey? 3️⃣ How do you assess the readiness of potential clients to move forward with complex financial planning services?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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